Institutional Custody Services and Safekeeping

Within Regions Institutional Services, we specialize in working with large and complex pools of assets in the area of securities processing and handling, which we refer to as Institutional Custody. We offer the services through experienced management and staff, comprehensive operational capabilities, internal control procedures and professional client service.

  • Asset Custody
  • Multiple Statement Reporting
  • Daily Valuation
  • Sweep Cash
  • Benefit Payment Services
  • Tax Reporting
  • Schedule "D" Reporting
  • Trade Clearance
  • Performance Reporting
  • Governmental Reporting
  • Adhoc Reporting
  • Capital Change Notifications
  • Third Party Interfacing
  • Securities Lending
  • Cash Management


  • Public Funds
  • Unions
  • Investment Managers
  • Corporations
  • Healthcare Providers
  • Insurance Companies
  • Nonprofits

We would like to be your trusted partner. Call us at 1-800-REGIONS, or tell us more about your custody needs and an experienced professional will contact you.


Some products and services are made available through Regions Asset Management, a business unit within Regions Wealth Management. Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"). RIM is an Investment Adviser registered with the U.S. Securities & Exchange Commission pursuant to the Investment Advisers Act of 1940. RIM is a wholly owned subsidiary of Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation.